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Ferguson Wellman Capital Management
Financial Planner in PORTLAND OR
Areas of Expertise | financial planning | retirement planning | accounting services | asset management | college funding | long term care | living trusts |
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Address
888 SW 5th Ave Ste 1200
PORTLAND, OR
97204 -
Contact
tel (503) 226-1444
fax (503) 226-3647 -
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Map/Directions
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About
Founded in 1975, Ferguson Wellman is a privately-owned investment advisory firm. It offers extensive services for institutional clients, including individuals/families, non-profits and retirement plans. Some of the services offered by the company are comprehensive financial analyses, determining review asset allocation strategies, developing short-term/long-term plans, planning distribution of grants, analyzing past market activities and forecasting future trends. With more than 525 clients, the firm manages $2.5 billion in assets that comprise of union/corporate retirement plans, endowments/foundations and individual
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I've been doing this for 40 years
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Hours of Operation
Mon - Fri 7:00AM - 5:00PM
Sat - Sun Closed
Holidays Closed